Roles

Standardize your team's roles based on how you estimate and plan work

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a week ago

Role assignment

Each team member can be assigned a Role in the Info tab of their profile. Every Role in use is available from the drop-down for quick assignments.โ€‹
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Assigning role to a team member

โ€‹๐Ÿ“Note: Each role can be assigned a role rate (link). + update screenshot above.
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โ€‹If you want to update the Role for several team members, you can use the bulk edit function on the People page.
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Bulk-updating roles on People page.


Search and filter

Once Roles have been assigned to all team members, it is easy to find the right person for the job by searching for a specific Role on your Schedule or Project plan.
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Filtering by the role on Schedule.


You can also sort your team by Roles alphabetically.
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Sorting by the role on Schedule.


โ€‹๐Ÿ“Note:ย Align the Roles you use in Float and update any internal governance documentation so your resource managers know which Roles to filter by.
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Managing Roles

The Account Owner and the Admins can see an overview of all the roles on the Roles page within the Team settings. This is where roles can be added, edited, or deleted.

Team settings, managing Roles.


Once you have a well-managed set of Roles for your team at Float, it will be easier (and faster!) to find the right person for the job.
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โ€‹๐Ÿ“Note: If you charge by seniority level, we recommend that you include this in the role name so that you can filter by people at different rate levels, e.g. Senior Art Director vs. Art Director.

Role Rates

Role Rates are default hourly rates that you can assign to specific roles within your team.ย These rates automatically apply when team members are assigned to new projects.
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The Account Owner and the Admins can easily set the hourly rate for each role in Team settings > Roles. That rate will automatically apply as the default bill rate for each role.

Roles settings.


While Role Rates provide a convenient default, you also have the flexibility to customize hourly rates at different levels:

  • Person level: Rates set at the individual level in the Info tab of each teammate's profile override rates set for specific roles.

  • Project level: Project rates set in the Team tab of each project override the person rate and apply to a specific project.
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  • Phase level: Phase rates set in the Team tab of each phase override the project rate for a specific phase.

The hierarchy for rate application is as follows:
โ€‹Phase rate > Project rate > Person rate > Role rateโ€‹
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๐Ÿ“Note:ย Changes to Role Rates will not impact existing projects; they will only apply to new projects created after the rate adjustments. Updating Role Rates doesย not alter any existing custom rates set for People, Projects, or Phases.
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Setting default Role Rates makes it easier for Account Owners and Admins to manage rate adjustments, such as annual increases. These changes seamlessly apply to all team members with assigned roles, except where individual rates have been set at the Personal level.
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Roles Report

You can assess your team's performance based on their designated roles by checking the Roles tab in the People view of the Report page.
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Roles tab on the People report page.


The Roles tab lists of all the roles you've assigned to your team members and provides critical information about the total capacity for a selected period, enabling you to perform a thorough analysis and make strategic decisions.
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For instance, if you notice a significant amount of overtime being logged for a particular role, the Roles tab allows you to drill down and investigate further. You can ascertain whether it's a single team member who's consistently logging overtime or if the role itself is over-scheduled. Based on the insights gained, you can formulate a course of action. If it's an individual consistently working overtime, you may consider splitting their work with other teammates with the same or similar role, starting a recruitment process to alleviate their workload, or engaging freelancers to assist.
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By examining upcoming weeks or months, you can determine the total capacity allocated to various roles, how much of it has already been scheduled, and whether it's billable or non-billable. Based on that, you can make well-informed decisions regarding scheduling, ensuring efficient resource allocation and cost-effectiveness.

Additional notes

  • The visibility of Role Rates is the same as other rates and budgets. The Account Owner and all the Admins can see and edit Role Rates. Project Managers can be granted access individually to see rate information by checking the permission box "View everyone's rates and their project budgets" in the Access tab of their profile.

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